Viewing the value of opportunities in a list

Above every list of opportunities, Insightly displays the number and total value of the opportunities listed on the page. The numbers change dynamically depending upon which opportunities are in the list, so they will always update based on filter changes.

For example, you can create a custom filter to see how many opportunities you have with a forecast close date in the next 30 days and their total value. The helps you access quick totals for opportunities by user, tags, or any other field.

Opps filter value

In the kanban view for opportunities, Insightly displays the number and total value of the opportunities in each stage of a pipeline.

When you drag an opportunity from one stage to another or edit an opportunity's value, the numbers will update dynamically.

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